Andy Trinh
Associate Portfolio Manager @Harbourfront Wealth Management
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jul 2024 — Present
Associate Portfolio Manager @Harbourfront Wealth Management
View department →
Vancouver, BC, CA
EDUCATION
2009 — 2010
Capilano University
Bachelor of Commerce (B.Com.)
2016
IFSE Institute Canada
Exempt Market Profiency Course (EMP)
2014
Canadian Securities Institute
CIM®, Cert. Advanced Investment Advice, AIS, PMT, WME, CSC, CPH, IATP
2020 — 2020
BrainStation
Certificate, Digital Marketing
SKILLS
Strategic PlanningInvestmentsBusiness CommunicationsFinanceTrainingSales ManagementInvestor RelationsCustomer ServiceSales OperationsCustomer SatisfactionPrivate EquityCommunications PlanningTeam LeadershipStrategic Financial PlanningTelecommunicationsSellingFinancial ServicesCrmCustomer ExperienceInsuranceStrategic CommunicationsFinancial PlanningSalesRetailTime ManagementInternal CommunicationsMarketing CommunicationsTradingCorporate Social Responsibility
ABOUT ANDY TRINH
With a solid foundation in financial planning and strategic portfolio management, my…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.